Launch Pad: SRI

Self-invested personal pension provider London & Colonial has partnered with London-based fund manager Tam Asset Management to offer its clients access to the firm’s range of portfolios, including five risk-rated ethical model portfolios.

In addition to the ethical range, Sipp investors will be able to place funds in three other mainstream Tam portfolio, including its discretionary portfolio service for accounts of £100,000 and above.


• The ethical range includes cautious, balanced, adventurous, defensive and growth model portfolios, all of which have a minimum investment of £10,000 and are screened for their socially responsible credentials.

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• Total expense ratios range start at 0.57 per cent for the balanced portfolio, and from 0.81 per cent for the adventurous portfolio.

Adam Wrench, head of product and business development at London & Colonial, said: “This opportunity will offer clients an attractive and balanced combination of expertly managed investment options, while assuring that the socially responsible issues and ethical considerations that are important to us all are met fully.”

IFA verdict

Steven Rowe, director of west midlands-based Lucent Financial Planning, said: “I’m seeing more and more interest from clients for ethical investing, especially around green issues. The advantage this tie-up has is that Tam offers an entire ethical range, whereas some pensions will only have one or two ethical funds.”